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Coastal Wealth · 18 hours ago

Financial Planning Data Analyst

Fort Lauderdale, FL

Full-time

Onsite

Entry Level

2+ years exp

Coastal Wealth is a leading financial planning firm and an agency within MassMutual, dedicated to delivering client-centric financial planning solutions. The Financial Planning Data Analyst will support advisors by ensuring accurate data input, analyzing scenarios, and driving compliance excellence while enhancing the client experience.

Financial Services

Responsibilities

Data Management & Analysis: Enter and validate client data in financial planning software (eMoney, RightCapital) and ensure accuracy for compliance purposes

Plan Development Support: Assist with plan design, scenario modeling, and strategy recommendations aligned with client goals

Workflow Coordination: Manage case flow between advisors, planners, and consultants to ensure timely delivery of plans and smooth communication

Compliance & Quality Assurance: Conduct IGO/NIGO reviews and maintain adherence to FINRA and internal compliance standards

Client Experience Enhancement: Prepare presentations and reports that simplify complex concepts for clients and advisors

Continuous Improvement: Research and recommend process enhancements and technology solutions to improve efficiency and accuracy